13F-HR filed by STANCE CAPITAL LLC
STANCE CAPITAL LLC filed this 13F-HR for the quarter ended 2025-12-31, filed 2026-03-17, with 133 holding rows worth $271,990,413.
- Accession
- 0002056334-26-000001
- Filer
- CIK 2056334
- Filed
- 2026-03-17
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q4 2025
A combination report, 171 entries on the cover page, a total value of $271,990,413 stated on the cover page (in dollars after the unit check, H1), rows summing to $271,990,413 with VALUE read as dollars as filed, 13F file number 028-25494. The quarter's positions are built on this report. The resolved quarter.
Other managers
- reports for this filerRobertson Stephens Wealth Management, LLC028-19136
- reports for this filerNATURAL INVESTMENTS, LLC028-20215
- reports for this filerMGO ONE SEVEN LLC028-18648
- reports for this filerLAKE STREET ADVISORS GROUP, LLC028-18626
- reports for this filerVident Advisory, LLC028-19675
- reports for this filerEmpowered Funds, LLC028-17729
- included managerRobertson Stephens Wealth Management, LLC028-19136
- included managerNATURAL INVESTMENTS, LLC028-20215
- included managerMGO ONE SEVEN LLC028-18648
- included managerLAKE STREET ADVISORS GROUP, LLC028-18626
- included managerVident Advisory, LLC028-19675
- included managerEmpowered Funds, LLC028-17729
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| HENNESSY FDS TR | 42588P692 | SUSTAINABLE ETF | 440,871 | $14,610,386 | dollars as filed | |
| STANCE SUSTAINABLE BETA ETF | 02072L151 | ETF | 259,956 | $7,067,476 | dollars as filed | |
| Advanced Micro Devices,Inc. | 007903107 | COM | 25,773 | $5,519,109 | dollars as filed | |
| HILTON WORLDWIDE HLDGS INC COM | 43300A203 | Stock | 16,874 | $4,847,056 | dollars as filed | |
| NVIDIA Corp | 67066G104 | COM | 24,914 | $4,646,262 | dollars as filed | |
| Intel Corp | 458140100 | COM | 125,375 | $4,626,009 | dollars as filed | |
| Visa Inc | 92826C839 | COM | 12,910 | $4,527,666 | dollars as filed | |
| Stryker Corporation | 863667101 | COM | 12,517 | $4,399,439 | dollars as filed | |
| TRAVELERS COMPANIES INC COM | 89417E109 | Stock | 14,428 | $4,184,986 | dollars as filed | |
| CARDINAL HEALTH INC | 14149Y108 | COM | 20,213 | $4,153,647 | dollars as filed | |
| Automatic Data Processing,Inc. | 053015103 | COM | 16,093 | $4,139,603 | dollars as filed | |
| GENUINE PARTS CO COM | 372460105 | Stock | 33,295 | $4,093,953 | dollars as filed | |
| WW GRAINGER INC COM | 384802104 | Stock | 3,982 | $4,018,037 | dollars as filed | |
| DELTA AIR LINES INC COM NEW | 247361702 | Stock | 56,637 | $3,930,607 | dollars as filed | |
| UNITED AIRLS HLDGS INC COM | 910047109 | Stock | 34,195 | $3,823,403 | dollars as filed | |
| BUNGE GLOBAL SA COM SHS | H11356104 | Stock | 38,671 | $3,444,813 | dollars as filed | |
| CENCORA INC COM | 03073E105 | Stock | 10,109 | $3,414,315 | dollars as filed | |
| GENERAL MTRS CO COM | 37045V100 | Stock | 41,836 | $3,402,103 | dollars as filed | |
| JABIL INC COM | 466313103 | Stock | 14,602 | $3,329,548 | dollars as filed | |
| EDISON INTL COM | 281020107 | Stock | 55,246 | $3,315,864 | dollars as filed | |
| FORD MTR CO COM | 345370860 | Stock | 244,721 | $3,210,740 | dollars as filed | |
| GLOBE LIFE INC | 37959E102 | COM | 22,439 | $3,138,422 | dollars as filed | |
| CVS Health Corporation | 126650100 | COM | 39,048 | $3,098,849 | dollars as filed | |
| EBAY INC. COM | 278642103 | Stock | 35,536 | $3,095,185 | dollars as filed | |
| KEURIG DR PEPPER INC COM | 49271V100 | Stock | 103,037 | $2,886,066 | dollars as filed | |
| Cigna Corporation | 125523100 | COM | 10,466 | $2,880,557 | dollars as filed | |
| EXTRA SPACE STORAGE INC COM | 30225T102 | REIT | 21,894 | $2,851,037 | dollars as filed | |
| SMUCKER J M CO | 832696405 | COM NEW | 29,105 | $2,846,760 | dollars as filed | |
| KRAFT HEINZ CO COM | 500754106 | Stock | 116,414 | $2,823,040 | dollars as filed | |
| NORWEGIAN CRUISE LINE HLDGS LT SHS | G66721104 | Stock | 123,797 | $2,763,149 | dollars as filed | |
| RAYMOND JAMES FINL INC COM | 754730109 | Stock | 16,670 | $2,677,154 | dollars as filed | |
| TRANE TECHNOLOGIES PLC SHS | G8994E103 | Stock | 6,634 | $2,581,953 | dollars as filed | |
| INTERNATIONAL PAPER CO COM | 460146103 | Stock | 61,177 | $2,409,740 | dollars as filed | |
| JPMorgan Chase & Co | 46625H100 | COM | 7,315 | $2,357,323 | dollars as filed | |
| SEAGATE TECHNOLOGY HLDNGS | G7997R103 | ORD SHS | 8,308 | $2,287,940 | dollars as filed | |
| BERKLEY W R CORP COM | 084423102 | Stock | 32,219 | $2,259,196 | dollars as filed | |
| LULULEMON ATHLETICA INC | 550021109 | COM | 10,541 | $2,190,525 | dollars as filed | |
| JOHNSON CTLS INTL PLC SHS | G51502105 | Stock | 16,414 | $1,965,577 | dollars as filed | |
| BEST BUY INC COM | 086516101 | Stock | 28,110 | $1,881,402 | dollars as filed | |
| CHARTER COMMUNICATIONS INC N | 16119P108 | COM | 8,513 | $1,777,089 | dollars as filed | |
| Micron Technology,Inc. | 595112103 | COM | 5,403 | $1,542,070 | dollars as filed | |
| WARNER MUSIC GROUP CORP | 934550203 | COM CL A | 50,198 | $1,539,573 | dollars as filed | |
| SMURFIT WESTROCK PLC SHS | G8267P108 | Stock | 38,873 | $1,503,219 | dollars as filed | |
| Comcast Corp | 20030N101 | COM | 50,203 | $1,500,568 | dollars as filed | |
| Eli Lilly and Company | 532457108 | COM | 1,377 | $1,479,834 | dollars as filed | |
| SNAP INC | 83304A106 | CL A | 183,016 | $1,476,939 | dollars as filed | |
| Merck & Co.,Inc. | 58933Y105 | COM | 13,997 | $1,473,324 | dollars as filed | |
| Bristol-Myers Squibb Company | 110122108 | COM | 27,302 | $1,472,670 | dollars as filed | |
| MOODYS CORP COM | 615369105 | Stock | 2,873 | $1,467,672 | dollars as filed | |
| S&P Global,Inc. | 78409V104 | COM | 2,804 | $1,465,342 | dollars as filed | |
| MARRIOTT INTL INC NEW CL A | 571903202 | Stock | 4,713 | $1,462,161 | dollars as filed | |
| Waste Management, Inc. | 94106L109 | COM | 6,583 | $1,446,351 | dollars as filed | |
| VERISK ANALYTICS INC COM | 92345Y106 | Stock | 6,444 | $1,441,458 | dollars as filed | |
| Amgen Inc. | 031162100 | COM | 4,398 | $1,439,509 | dollars as filed | |
| Charles Schwab Corp | 808513105 | COM | 14,404 | $1,439,104 | dollars as filed | |
| AbbVie,Inc. | 00287Y109 | COM | 6,240 | $1,425,778 | dollars as filed | |
| ULTA BEAUTY INC COM | 90384S303 | Stock | 2,349 | $1,421,168 | dollars as filed | |
| Abbott Laboratories | 002824100 | COM | 11,339 | $1,420,663 | dollars as filed | |
| Walt Disney Co | 254687106 | COM | 12,455 | $1,417,005 | dollars as filed | |
| AON PLC SHS CL A | G0403H108 | Stock | 4,015 | $1,416,813 | dollars as filed | |
| Verizon Communications Inc | 92343V104 | COM | 34,761 | $1,415,816 | dollars as filed | |
| EQUINIX INC COM | 29444U700 | REIT | 1,847 | $1,415,098 | dollars as filed | |
| Marsh & McLennan Companies,Inc. | 571748102 | COM | 7,610 | $1,411,807 | dollars as filed | |
| MasterCard, Inc | 57636Q104 | COM | 2,472 | $1,411,215 | dollars as filed | |
| Salesforce.com, Inc | 79466L302 | COM | 5,324 | $1,410,381 | dollars as filed | |
| OMNICOM GROUP INC COM | 681919106 | Stock | 17,459 | $1,409,814 | dollars as filed | |
| MAPLEBEAR INC COM | 565394103 | Stock | 31,309 | $1,408,279 | dollars as filed | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 6,621 | $1,403,189 | dollars as filed | |
| ECOLAB INC COM | 278865100 | Stock | 5,345 | $1,403,169 | dollars as filed | |
| AMERICAN WTR WKS CO INC NEW COM | 030420103 | Stock | 10,747 | $1,402,484 | dollars as filed | |
| CHURCH & DWIGHT CO INC COM | 171340102 | Stock | 16,721 | $1,402,056 | dollars as filed | |
| ELECTRONIC ARTS INC COM | 285512109 | Stock | 6,860 | $1,401,704 | dollars as filed | |
| CME Group Inc. Class A | 12572Q105 | COM | 5,132 | $1,401,447 | dollars as filed | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 2,405 | $1,393,577 | dollars as filed | |
| MONGODB INC CL A | 60937P106 | Stock | 3,320 | $1,393,371 | dollars as filed | |
| Adobe Inc | 00724F101 | COM | 3,981 | $1,393,310 | dollars as filed | |
| Netflix, Inc | 64110L106 | COM | 14,858 | $1,393,086 | dollars as filed | |
| KENVUE INC | 49177J102 | COM | 80,721 | $1,392,437 | dollars as filed | |
| Accenture Plc Class A | G1151C101 | COM | 5,170 | $1,387,111 | dollars as filed | |
| LAUDER ESTEE COS INC CL A | 518439104 | Stock | 13,245 | $1,387,016 | dollars as filed | |
| COGNIZANT TECHNOLOGY SOLUTIONS CL A | 192446102 | Stock | 16,673 | $1,383,859 | dollars as filed | |
| Gilead Sciences,Inc. | 375558103 | COM | 11,272 | $1,383,525 | dollars as filed | |
| Progressive Corporation | 743315103 | COM | 6,057 | $1,379,300 | dollars as filed | |
| ROSS STORES INC COM | 778296103 | Stock | 7,635 | $1,375,406 | dollars as filed | |
| AUTODESK INC COM | 052769106 | Stock | 4,645 | $1,374,966 | dollars as filed | |
| MARTIN MARIETTA MATLS INC COM | 573284106 | Stock | 2,208 | $1,374,833 | dollars as filed | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 3,088 | $1,374,561 | dollars as filed | |
| EQUIFAX INC COM | 294429105 | Stock | 6,333 | $1,374,134 | dollars as filed | |
| SanDisk Corporation | 80004C200 | COM | 5,783 | $1,372,769 | dollars as filed | |
| SYNOPSYS INC COM | 871607107 | Stock | 2,921 | $1,372,052 | dollars as filed | |
| Intuit Inc. | 461202103 | COM | 2,068 | $1,369,885 | dollars as filed | |
| US FOODS HLDG CORP COM | 912008109 | Stock | 18,177 | $1,369,092 | dollars as filed | |
| Oracle Corporation | 68389X105 | COM | 7,023 | $1,368,853 | dollars as filed | |
| HEWLETT PACKARD ENTERPRISE CO COM | 42824C109 | Stock | 56,977 | $1,368,588 | dollars as filed | |
| STEEL DYNAMICS INC COM | 858119100 | Stock | 8,072 | $1,367,800 | dollars as filed | |
| BANK OF NY MELLON CORP COM | 064058100 | Stock | 11,780 | $1,367,540 | dollars as filed | |
| Prologis,Inc. | 74340W103 | COM | 10,709 | $1,367,111 | dollars as filed | |
| ARISTA NETWORKS INC | 040413205 | COM | 10,399 | $1,362,581 | dollars as filed | |
| CARRIER GLOBAL CORPORATION COM | 14448C104 | Stock | 25,779 | $1,362,162 | dollars as filed | |
| Elevance Health, Inc. | 036752103 | COM | 3,875 | $1,358,381 | dollars as filed | |
| Cisco Systems,Inc. | 17275R102 | COM | 17,631 | $1,358,116 | dollars as filed | |
| PALO ALTO NETWORKS INC | 697435105 | COM | 7,340 | $1,352,028 | dollars as filed | |
| TOLL BROTHERS INC COM | 889478103 | Stock | 9,993 | $1,351,253 | dollars as filed | |
| CIENA CORP COM NEW | 171779309 | Stock | 5,765 | $1,348,261 | dollars as filed | |
| FORTINET INC COM | 34959E109 | Stock | 16,951 | $1,346,079 | dollars as filed | |
| Medtronic Plc | G5960L103 | COM | 14,011 | $1,345,897 | dollars as filed | |
| APTIV PLC | G3265R107 | COM SHS | 17,662 | $1,343,902 | dollars as filed | |
| American Express Company | 025816109 | COM | 3,631 | $1,343,288 | dollars as filed | |
| WORKDAY INC CL A | 98138H101 | Stock | 6,238 | $1,339,798 | dollars as filed | |
| FIRST SOLAR INC COM | 336433107 | Stock | 5,124 | $1,338,543 | dollars as filed | |
| AUTOZONE INC COM | 053332102 | Stock | 394 | $1,336,251 | dollars as filed | |
| Analog Devices,Inc. | 032654105 | COM | 4,926 | $1,335,931 | dollars as filed | |
| EMCOR GROUP INC COM | 29084Q100 | Stock | 2,183 | $1,335,538 | dollars as filed | |
| Texas Instruments Incorporated | 882508104 | COM | 7,695 | $1,335,006 | dollars as filed | |
| Applied Materials,Inc. | 038222105 | COM | 5,175 | $1,329,923 | dollars as filed | |
| MARVELL TECHNOLOGY INC | 573874104 | COM | 15,627 | $1,327,982 | dollars as filed | |
| PARAMOUNT SKYDANCE CORP | 69932a204 | COM CL B | 99,017 | $1,326,828 | dollars as filed | |
| TERADYNE INC COM | 880770102 | Stock | 6,850 | $1,325,886 | dollars as filed | |
| CLOUDFLARE INC CL A COM | 18915M107 | Stock | 6,721 | $1,325,045 | dollars as filed | |
| KEYSIGHT TECHNOLOGIES INC COM | 49338L103 | Stock | 6,520 | $1,324,799 | dollars as filed | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 22,659 | $1,322,832 | dollars as filed | |
| Home Depot, Inc | 437076102 | COM | 3,836 | $1,319,968 | dollars as filed | |
| Qualcomm Incorporated | 747525103 | COM | 7,712 | $1,319,138 | dollars as filed | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 4,166 | $1,302,208 | dollars as filed | |
| TE CONNECTIVITY PLC ORD SHS | G87052109 | Stock | 5,721 | $1,301,585 | dollars as filed | |
| WESTERN DIGITAL CORP | 958102105 | COM | 7,462 | $1,285,479 | dollars as filed | |
| MONOLITHIC PWR SYS INC COM | 609839105 | Stock | 1,416 | $1,283,406 | dollars as filed | |
| DELL TECHNOLOGIES INC CL C | 24703L202 | Stock | 10,079 | $1,268,745 | dollars as filed | |
| ServiceNow,Inc. | 81762P102 | COM | 8,050 | $1,233,180 | dollars as filed | |
| Pfizer Inc. | 717081103 | COM | 26,846 | $668,465 | dollars as filed | |
| IDEXX LABS INC COM | 45168D104 | Stock | 400 | $270,612 | dollars as filed | |
| HA SUSTAINABLE INFRA CAP INC | 41068X100 | COM | 7,528 | $236,615 | dollars as filed | |
| REGIONS FINANCIAL CORP NEW COM | 7591EP100 | Stock | 8,002 | $216,854 | dollars as filed |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0002056334-26-000001 | this filing | 2026-03-17 | acceptance time not in the bulk data set |